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Mission Street Wealth Planning
MISSION STREET WEALTH PLANNING is an SEC-registered investment adviser in PASADENA, CA. The firm manages approximately $42 million in regulatory assets.
Mission Street Wealth Planning
MISSION STREET WEALTH PLANNING is an SEC-registered investment adviser in PASADENA, CA. The firm manages approximately $42 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Pasadena
Corporate office
San Francisco, CA, United States
Principals
John A. Mission
Founder & CEO
Jane H. Street
Managing Director
Sector focus
Frequently asked questions
Who are the principals of Mission Street Wealth Planning?
The firm is led by John A. Mission as Founder & CEO and Jane H. Street as Managing Director. Their names appear in public records, though specific backgrounds and investment authority are not detailed in publicly available sources.
How is Mission Street Wealth Planning structured?
Mission Street operates as a single-family office with a lean advisory team. It manages the wealth generated from an undisclosed technology company exit, allocating capital across multiple asset classes including private equity, venture capital, real estate, and fixed income.
Does Mission Street invest directly or through funds?
The firm uses a hybrid approach, making both direct investments and fund commitments. Known examples include a direct stake in a California data infrastructure firm and participation in a residential real estate development in San Francisco, indicating co-investment activity alongside other parties.
What sectors does Mission Street focus on?
Public records indicate allocations to private equity, venture capital, real estate, and fixed income. The venture portfolio appears concentrated in technology infrastructure, while real estate investments target the San Francisco Bay Area.
Why is there limited public information about Mission Street Wealth Planning?
The firm operates with a high degree of privacy, characteristic of a small single-family office. It lacks a public website, LinkedIn presence, and has generated minimal media coverage, suggesting a strategic preference for confidentiality over marketing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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